I have received 8 SalesForce.com certifications and have been using SalesForce for nearly 9 years and have learned a lot about the system. I have used it to migrate companies from past on premise systems to the cloud. I have also handled all data migrations and even moved one organization from Unlimited Edition to Enterprise Edition through setting up a new system and migrating all data. I believe in the vision in SalesForce and want to help others leverage its power.

Thursday, June 4, 2015

Workflows and Process Builder - What's the Difference?

Recently SalesForce introduced a new feature called Process Builder (available to Enterprise and Unlimited editions). The purpose of the Process Builder is to further enhance on the Workflow functionality already available in SalesForce.

Presently, with Workflows, you can do any of the following with ease:

Perform field updates

Send automated emails

Create tasks

However, as you can see in the list above, you can’t post to Chatter. Additionally, with a workflow rule, if you want to have three different automations dependant on a field, like Account>Account Type, you have to have three different workflow rules. However, with Process Builder you can put all your logic in the “same process”. That is because all your logic is running off the same field. So, you could create a process that handles all the values for the same field.

Example of SalesForce Process Builder

Of course, it isn’t as simple as the above. Additional details on how to choose which automation tool, Workflows or Process Builder, can be found on the SalesForce Help Site here.